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Fabian Degen

Advisor at FMD Wealth Advisors LLC

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FMD Wealth Advisors LLC logo

Firm

FMD Wealth Advisors LLC

Location

White Plains, NY 10601

Credentials

CFP®, CFA®

Industry experience

1 year

About

Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

Client services

Based on FMD Wealth Advisors LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning

Fee options

Fixed

Fixed fees range from $1,500 to $10,000; one-time fee of $497 for financial planning; fixed subscription fees from $250 to $375

Percentage

$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%

Project-based

$175 to $600 per hour for standalone financial planning services

Subscriptions

Fixed subscription fees range from $250 to $375 per month for financial planning services

Other

Minimum fee: Minimum annual fee of $4,000 per year for wealth management and investment management services Fee-only: Fee-only advisory firm; does not accept commissions or other compensation

Location

169 Mamaroneck Avenue 2 Nd Floor #36

White Plains, NY 10601

Most active in

New York

Work history

H&R Block

2025 - Present (1 year)

FMD Wealth Advisors LLC

2025 - Present (1 year)

UnEmployed

2023 - 2024 (1 year)

DWS Group

2007 - 2023 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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